Kyle M. Jones, CFP®

Kyle M. Jones, CFP®

Senior Case Designer

kylej@joneslowry.com  |  561.712.9799

Kyle Jones is a Senior Case Designer at Jones Lowry with responsibility for working with Clients and their Advisors to achieve their planning goals by: (1) analyzing inforce insurance portfolios; (2) designing, cash flow modeling and implementing insurance solutions; and (3) providing ongoing Plan Management.

She graduated from The George Washington University with a degree in Business Administration and a dual concentration in Finance and International Business. Kyle is a Certified Financial Planner™. She is a FINRA Registered Representative and holds Series 7 and 66 securities licenses as well as life, health and annuity licenses.